Thomas Voncken Senior Advisor Executive Board Orbis medical and care group
Tom La Salvia, Senior Consultant Melody Thomas, Senior ......Melody Thomas, Senior Program...
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BUILDING YOUR BENCH STRENGTH THROUGH SUCCESSION PLANNING Tom La Salvia, Senior Consultant Melody Thomas, Senior Program Coordinator
Transcript of Tom La Salvia, Senior Consultant Melody Thomas, Senior ......Melody Thomas, Senior Program...
BUILDING YOUR BENCH STRENGTH THROUGH
SUCCESSION PLANNING
Tom La Salvia, Senior Consultant Melody Thomas, Senior Program Coordinator
WHY PLAN FOR SUCCESSION?
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Mitigates Risk to Mission Impact
Key Board Responsibility
Ensures Organizational Sustainability
Enhances Success for New Leaders
Leadership Development: Builds your Bench Strength
Gets us beyond an ugly truth that we avoid:
All careers eventually lead to a transition… It’s just a matter of when and how well managed
WHAT IS SUCCESSION PLANNING?
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Succession planning: • Is an ONGOING process for developing internal people to fill key functions across the organization. • Increases the number of employees that are prepared to assume key roles.
• Enhances retention and morale
SUCCESSION ESSENTIALS
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The “Essentials”
Emergency Backup Plans and
CEO/ED Succession Policy
SUCCESSION ESSENTIALS: AN ONGOING PROCESS
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Understand Key Functions &
Relationships Designate
Backup Coverage
Cross-Train Backups
Develop Procedures &
Protocols CEO/ED
Succession Plan & Policy
Prioritize Capacity Building
Communicate the Plan
Refresh Annually
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1. When was the last time your job description was updated or revised?
2. Are there any changes that need to be made to better reflect your key functions and responsibilities?
3. Should anything be removed from the list of functions or responsibilities?
4. Should anything be added to the list of job functions or responsibilities?
5. How do the job responsibilities bear out in action?
JOB DESCRIPTION REVIEW
BENCH STRENGTH WORKSHEET: SAMPLE TEMPLATE
EMERGENCY BACKUP WORKSHEETS: KEY FUNCTIONS AND DESIGNEES
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Explore the key functions of your role. List the key functions and designate staff who can carry out the key functions.
Key Functions Designated Backup(s)
Identify first and second backup designees
EMERGENCY BACKUP WORKSHEETS: RELATIONSHIP MANAGEMENT
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Critical Relationships Contact Information/Location
List the individuals, groups, or entities with which the organization must maintain relationships. Include the relationships where you are the sole or primary contact.
EMERGENCY BACKUP WORKSHEETS: CROSS-TRAINING PRIORITIES
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Explore the cross-training needs of the organization and for your position.
Top Three Priorities
The Organization My Position
1. 1.
2. 2.
3. 3.
EMERGENCY BACKUP WORKSHEETS: CROSS-TRAINING PLAN
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Explore the detailed cross-training needs for your position.
Staff For Training
Training Provider
Training Required
Training Timeline
SUCCESSION ESSENTIALS : CEO/ED SUCCESSION POLICY
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Board-approved guidelines to handle an executive departure Statement of commitment: • Prepares for inevitable leadership change • Assesses leadership needs before search
Addresses: • Plan to appoint interim leadership • Who is responsible during unexpected absence • Who is on search committee • Guiding principles for the search
SUCCESSION ESSENTIALS: THE RESULT
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Ensure continuity of mission impact
Revise job descriptions for real reflection of position
Minimize crisis of an unplanned absence
Identify “functional gaps” in coverage
Increased staff retention
Build bench depth and internal capacity
Everyone sleeps better at night
PROGRAM
INFORMATION SESSION
Commonwealth Corporation 2 Oliver Street 5th Fl.
Boston, Massachusetts 02109 www.commcorp.org
CLARIFICATIONS & QUESTIONS
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